I don't know why nobody has said this yet, but...
The eventual logical move is that they build a completely reinvented AI-native operating system.
The funding they're getting gives them the resources to build and compete on a fundamental level, IMHO.
If you don't believe me, look at the recent demo where they had Fable 5.2 build an OS from scratch.
They are coming for the whole stack, my opinion.
Why? Given that there is a limit of things that they can do, why would inventing a new "AI-native OS" be an interesting target? They could instead focus on solving actual existing problems in science and engineering, finding solutions to problems that they know people already care about and would pay money for, instead of putting a lot of effort into maybe inventing a middle layer, that might be used to solve problems or maybe not.
There will also be a lot of competition in that space, because everyone can take a stab at building an "AI OS" (whatever that means) using AI for basically free.
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How would they make money from an operating system?
I hate to even put this out there, but "OS-as-a-subscription" (OAAS) could be a way. Your Claude payment covers all the software running 'your' computer, plus the ability to develop new 'apps' for specific needs on the fly telling the OAAS computer in human language what you need. Throw in services like email and cloud storage and some customers might find such a bundle attractive for the right price. It would suck revenue away from MS, Apple, Google. Enough to justify this valuation? No idea.
vertical integration
> They are coming for the whole stack, my opinion.
Sucks to be them then, the best chance we have to keep this thing under control is not have the same supplier give you the whole stack.
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Based on how shoddy their customer facing applications are, I wouldn't trust any of these AI companies for an OS. It's like Google II - can't trust them to support a product longer than it took to develop it.
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